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First Trust Value Line Dividend Fund

507 hedge funds and large institutions have $6.96B invested in First Trust Value Line Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 161 increasing their positions, 222 reducing their positions, and 44 closing their positions.

Holders
507
Holders Change
-10
Holders Change %
-1.93%
% of All Funds
8.08%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.81%
New
48
Increased
161
Reduced
222
Closed
44
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$17.8M -$2.34M -62,581 -12%
BFG
52
Beacon Financial Group
Texas
$17.3M +$5.48M +139,927 +47%
GWM
53
GDS Wealth Management
Texas
$17.2M +$995K +26,624 +6%
FAIM
54
Financial Advocates Investment Management
Washington
$17M -$5.26M -140,583 -24%
FA
55
Fountainhead AM
New Jersey
$16.7M +$699K +18,687 +4%
PIA
56
Perennial Investment Advisors
California
$16.6M -$888K -23,753 -5%
PVI
57
Pine Valley Investments
New Jersey
$16.5M -$278K -7,444 -2%
NLP
58
Next Level Private
New York
$15.8M +$596K +16,188 +4%
SPIA
59
Steward Partners Investment Advisory
New York
$15.2M +$883K +23,618 +6%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$13.9M +$13.9M +372,476 New
Bank of New York Mellon
61
Bank of New York Mellon
New York
$13.9M +$8.9M +237,957 +178%
IWC
62
Integrated Wealth Concepts
Massachusetts
$13.9M -$3.79M -101,239 -21%
UL
63
Unionview LLC
Washington
$13.6M +$290K +7,755 +2%
Citadel Advisors
64
Citadel Advisors
Florida
$13.2M +$12.3M +328,024 +1,247%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$12.9M -$2.83M -75,672 -18%
BAM
66
Bellevue Asset Management
Washington
$12.8M -$252K -6,727 -2%
AF
67
Apexium Financial
Texas
$12.4M -$205K -5,485 -2%
BHB
68
Bank Hapoalim BM
Israel
$12.4M
SWM
69
Spire Wealth Management
Virginia
$12.1M -$766K -20,490 -6%
KCM
70
Kaye Capital Management
California
$11.9M -$222K -5,948 -2%
IA
71
IFP Advisors
Florida
$11.9M +$499K +13,351 +4%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$9.52M +254,521 +431%
SOS
73
Silver Oak Securities
Tennessee
$11.6M -$653K -17,457 -5%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$11.1M +$60.4K +1,615 +0.5%
US Bancorp
75
US Bancorp
Minnesota
$11.1M -$3.64M -97,372 -25%